Unclaimed
Michael T Hogan is an investment advisor representative registered with Momentum Independent Network Inc. Michael has been in the securities industry since March 8, 1996. Michael is registered in 9 states as an Investment Advisor and 27 states as a Broker-Dealer. Michael has worked at four previous firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, Josephthal & Co., Inc. and Olde Discount Corporation. Michael has passed the Series 63, Series 65, Series 7, Series 8, Series 9, Series 10 and SIE exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
01/04/2023 - Present
Momentum Independent Network Inc. (Kyle TX)
TX
11/23/2011 - 05/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
CA
09/17/1998 - 12/23/2009
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
NY
12/17/1996 - 08/28/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
MI
03/23/1994 - 12/23/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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